Product Updates June 2017 is providing you with these product updates as a courtesy to all of our clients.  If you have any questions, please contact us.

New Job Description Templates

Electronic Banking Product Manager Job Description Template – NEW!
Information Technology Risk Analyst Job Description Template – NEW!
Small Business Banking Relationship Officer Job Description Template – NEW!

These new products were developed in response to client requests who submitted their suggestions to our “Client Wish List.”  Your comments and ideas are always greatly appreciated and will be taken into consideration whenever we revise our current products or create new ones.  In summary, we want to ensure your success and earn your business!

Revised Policy Template

Compliance Management Policy Template

The update to this product is in response to client requests who submitted their suggestions to our “Client Wish List” that we add a reference to the FFIEC’s Uniform Interagency Consumer Compliance Rating System which is a supervisory policy for evaluating financial institutions’ adherence to consumer compliance requirements.  The updated rating system on consumer compliance examinations began on March 31, 2017.